Continuum Advisory’s Carlisle Companies CSL Stock Holding History

Continuum Advisory’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3	Closed	-$1.02K	–	647
2025 Q1	$1.02K	Buy	+3	New	+$1.07K	﹤0.01%	1498

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Continuum Advisory's CSL Position: Q2 2025 in Review

Continuum Advisory sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 3 shares — an estimated $1.02K sold.

Continuum Advisory first reported a position in CSL in Q1 2025 and held it in 1 quarter. The position peaked at $1.02K in Q1 2025. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

Continuum Advisory reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 3 Carlisle Companies shares in Q2 2025, an estimated $1.02K.
Continuum Advisory first reported a position in Carlisle Companies in Q1 2025 and held it in 1 quarter.
Continuum Advisory's Carlisle Companies position peaked at $1.02K in Q1 2025.
763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.